Industry: Venture capital

We shared some of ADI Analytics’ research on methane emissions at the 5th Energy Emissions Management Conference in Houston last week.  While the methane emissions measurement, reporting, and verification (MRV) landscape is clearly far more mixed today than a year ago, operators in 2026 continue to address material challenges around regulatory pressure, buyer requirements, and […]

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]

Last week, the annual Digitalization in Oil & Gas conference rolled into Houston, and I was grateful for the opportunity to speak at this always-excellent event hosted by our friends at the Energy Conference Network. The panel was charged to talk about building a digital-ready workforce, and I prepared by summarizing ADI Analytics’ consulting and research […]

Plastic waste management in the U.S. is undergoing major regulatory transformation. At the center of this change is advanced recycling, a group of chemical and thermal processes designed to complement traditional mechanical recycling by breaking down used plastics into the raw materials needed to make new plastics. Federal infrastructure programs, state-level policy shifts, and private […]

We recently wrote about litigation around produced water and its critical mineral content. That is not the only lawsuit surrounding water management. Shale independent Stateline Operating is seeking $180 million in damages from operator Devon Energy and water treatment services provider Aris Water Solutions. It alleges that the large volume of wastewater injection led to contamination […]

On June 27, 2025, the Texas Supreme Court ruled in Cactus Water Services, LLC v. COG Operating, LLC. It declared that produced water is oil & gas waste and therefore belongs to the hydrocarbon lessee i.e. oil & gas operator typically. This landmark decision clarifies that the right to produce oil & gas inherently includes […]

The oil & gas and chemical industries are at an inflection point. For years, growth was a given, but a new era, one characterized by a structural decline in capital and operational spending, is starting to take shape. Recent trends of slowing oil demand growth, oversupplied markets, and shrinking chemical margins as shown in exhibit […]

Before the 2024 U.S. presidential election, ADI published an article analyzing the potential shifts in U.S. energy markets and policy under a second Trump administration. We noted that, in his second term, President Trump might ease some methane emissions regulations. Fast forward to today, President Trump signed a joint Congressional resolution repealing the Waste Emissions Charge (WEC) […]

Across the oil and gas industry, there is a growing trend toward sustainability and the reduction of methane emissions, driven by both regulatory requirements and a heightened sense of environmental responsibility. At the federal level, as a part of the Methane Emission Reduction Program, the U.S. EPA has imposed a fee, Waste Emission Charges (WEC), […]

Methane, the primary component of natural gas, is a potent greenhouse gas, significantly more impactful than carbon dioxide over a 20-year period. The midstream sector, responsible for gathering, processing, and transporting natural gas, is a key focus in efforts to reduce methane emissions in the oil and gas industry. Gathering and boosting operations, which collect […]

Refineries are responsible for the production of transportation fuels and other products, such as petrochemicals and lubricants, but they also contribute significantly to global GHG emissions. According to the U.S. Environmental Protection Agency (EPA), refinery GHG emissions in 2023 amounted to 160 million metric tons CO2 equivalent (MMT CO2e), with over 70% resulting from fuel […]